Summit Financial Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $353K | Hold |
3,654
| – | – | 0.13% | 141 |
|
|
2023
Q4 | $369K | Hold |
3,654
| – | – | 0.14% | 139 |
|
|
2023
Q3 | $372K | Sell |
3,654
-40
| -1% | -$4.07K | 0.16% | 134 |
|
|
2023
Q2 | $373K | Hold |
3,694
| – | – | 0.15% | 139 |
|
|
2023
Q1 | $340K | Hold |
3,694
| – | – | 0.13% | 144 |
|
|
2022
Q4 | $335K | Hold |
3,694
| – | – | 0.13% | 150 |
|
|
2022
Q3 | $281K | Hold |
3,694
| – | – | 0.12% | 157 |
|
|
2022
Q2 | $312K | Hold |
3,694
| – | – | 0.12% | 154 |
|
|
2022
Q1 | $324K | Sell |
3,694
-75
| -2% | -$6.58K | 0.11% | 158 |
|
|
2021
Q4 | $330K | Hold |
3,769
| – | – | 0.11% | 164 |
|
|
2021
Q3 | $308K | Hold |
3,769
| – | – | 0.11% | 170 |
|
|
2021
Q2 | $344K | Hold |
3,769
| – | – | 0.13% | 149 |
|
|
2021
Q1 | $322K | Sell |
3,769
-8
| -0.2% | -$683 | 0.13% | 138 |
|
|
2020
Q4 | $357K | Hold |
3,777
| – | – | 0.16% | 115 |
|
|
2020
Q3 | $328K | Sell |
3,777
-49
| -1% | -$4.26K | 0.16% | 110 |
|
|
2020
Q2 | $334K | Hold |
3,826
| – | – | 0.17% | 105 |
|
|
2020
Q1 | $315K | Hold |
3,826
| – | – | 0.19% | 99 |
|
|
2019
Q4 | $362K | Hold |
3,826
| – | – | 0.17% | 104 |
|
|
2019
Q3 | $332K | Sell |
3,826
-600
| -14% | -$52.1K | 0.17% | 109 |
|
|
2019
Q2 | $404K | Sell |
4,426
-513
| -10% | -$46.8K | 0.18% | 110 |
|
|
2019
Q1 | $426K | Hold |
4,939
| – | – | 0.33% | 78 |
|
|
2018
Q4 | $380K | Hold |
4,939
| – | – | 0.32% | 79 |
|
|
2018
Q3 | $381K | Hold |
4,939
| – | – | 0.28% | 81 |
|
|
2018
Q2 | $334K | Hold |
4,939
| – | – | 0.26% | 89 |
|
|
2018
Q1 | $358K | Buy |
+4,939
| New | +$358K | 0.28% | 89 |
|